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Lifeworks Advisors’s American Express AXP Stock Holding History

Lifeworks Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09M Buy
3,600
+1,019
+39% +$342K 0.14% 120
2025
Q4 		$955K Sell
2,581
-161
-6% -$57.6K 0.12% 145
2025
Q3 		$911K Hold
2,742
– – 0.12% 139
2025
Q2 		$875K Sell
2,742
-124
-4% -$34.9K 0.13% 139
2025
Q1 		$771K Sell
2,866
-361
-11% -$107K 0.13% 146
2024
Q4 		$958K Buy
3,227
+93
+3% +$26.7K 0.17% 119
2024
Q3 		$850K Buy
3,134
+86
+3% +$21.4K 0.17% 127
2024
Q2 		$706K Sell
3,048
-299
-9% -$69.2K 0.2% 110
2024
Q1 		$762K Sell
3,347
-131
-4% -$27.2K 0.21% 104
2023
Q4 		$652K Sell
3,478
-393
-10% -$63.3K 0.22% 101
2023
Q3 		$578K Sell
3,871
-344
-8% -$56.3K 0.22% 109
2023
Q2 		$734K Sell
4,215
-143
-3% -$23.1K 0.31% 87
2023
Q1 		$719K Sell
4,358
-156
-3% -$25.9K 0.34% 90
2022
Q4 		$667K Sell
4,514
-862
-16% -$128K 0.38% 79
2022
Q3 		$798K Sell
5,376
-259
-5% -$39.2K 0.45% 78
2022
Q2 		$781K Sell
5,635
-72
-1% -$11.9K 0.5% 70
2022
Q1 		$1.07M Sell
5,707
-6,204
-52% -$1.12M 0.7% 48
2021
Q4 		$1.95M Buy
+11,911
New +$2.03M 1.55% 14

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lifeworks Advisors's AXP Position: Q1 2026 in Review

Lifeworks Advisors increased its American Express (AXP) stake by 39% in Q1 2026, buying an estimated $342K and bringing the position to 3,600 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #120.

Lifeworks Advisors first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q4 2021. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Lifeworks Advisors held 3,600 shares of American Express worth $1.09M as of Q1 2026.
  • Lifeworks Advisors bought 1,019 American Express shares in Q1 2026, an estimated $342K.
  • American Express made up 0.14% of Lifeworks Advisors's portfolio in Q1 2026, its #120 holding.
  • Lifeworks Advisors first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's American Express position peaked at $1.95M in Q4 2021.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.